| As of Date | 08/11/2024 |
| Registration status | Registration Changed to LEXINGTON FINANCIAL/LIFE MANAGEMENT, LLC |
| ADV Location | NASHVILLE, TN, United States |
| Contact Info | 615 xxxxxxx |
| Websites |
| AUM* | 120,363,990 56% |
| of that, discretionary | 103,072,737 56% |
| Number of Employees | 6 |
| of those in investment advisory functions | 2 -33% |
| Private Fund GAV* | 0 |
| Avg Account Size | 830,096 56% |
| % High Net Worth | 48.08% 0% |
| SMA’s | No |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
No private funds